Sherida L. Ferguson, CFP®, CEBS, AWMA
Raymond James 880 Carillon Pkwy Saint Petersburg, FL 33716
http://www.sheridaferguson.com/ Sherida.Ferguson@verizon.net
(813) 892 9782
Sherri Ferguson has over 25 years experience in the financial services industry. She has earned the designations of Certified Employee Benefits Specialist and Accredited Wealth Management Advisor. She has also obtained her CERTIFIED FINANCIAL PLANNERTM Certification.
She worked for Citi Global Markets as a Wealth Management Specialist where she created “The Art of Discovery” training Module to teach financial professionals how to obtain the financial data and goals to chart a course for clients to achieve financial security. She has worked for Merrill Lynch, and was Regional Marketing Director for Hartford Life and Annuity Company.
Ms. Ferguson has provided financial plans to individuals and has worked with business owners and corporate executives to help design tax-advantaged solutions for providing compensation and retirement benefits to attract, retain and reward key employees. She can provide investment advisory services to business owners and individuals seeking investment solutions for helping them attain their financial goals.
Ms. Ferguson is a member of the Financial Planning Association of Tampa Bay, the Tampa Bay Chapter of Certified Employee Benefits Specialists, the HR Tampa Chapter of the Society of Human Resource Management, and the Society of Human Resource Management. She is also a member of the Financial Planning Association of Tampa Bay, South Tampa Chamber of Commerce, HRTampa, the New Tampa Evening Rotary Club, University of South Florida Alumni Association, and a volunteer for Real Estate Lives. She is a former board member of Florida’s Prepaid College Tuition Plan.